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PALPX vs WARAX
PALPX vs WARAX Comparison Chart in %
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PALPX vs. WARAX commentary
Jul 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PALPX is a Hold and WARAX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 11.1B vs. WARAX (474M). WARAX pays higher dividends than PALPX: WARAX (10.89) vs PALPX (6.09). PALPX was incepted earlier than WARAX: PALPX (17 years) vs WARAX (13 years). PALPX (2.04) is less costly to investors than WARAX (1.19). PALPX is a more actively managed with annual turnover of: 56.00 vs. WARAX (47.00). WARAX has a lower initial minimum investment than PALPX: WARAX (1000) vs PALPX (1000000). PALPX annual gain was more profitable for investors over the last year : 8.09 vs. WARAX (1.06). PALPX return over 5 years is better than : 39.81 vs. WARAX (18.31).
| PALPX | WARAX | PALPX / WARAX | |
| Total Expense Ratio | 1.97 | 1.19 | 165% |
| Annual Report Gross Expense Ratio | 2.04 | 1.19 | 172% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 6.710 | -0.385 | -1,745% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 474M | 2,342% |
| Annual Yield % from dividends | 6.09 | 10.89 | 56% |
| Returns for 1 year | 8.09 | 1.06 | 761% |
| Returns for 3 years | 21.46 | 20.81 | 103% |
| Returns for 5 years | 39.81 | 18.31 | 217% |
| Returns for 10 years | 67.69 | 20.40 | 332% |
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